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  • How Often Should You Check Your Retirement Accounts?

    Kevin Major, CPFA

    When first investing in a retirement plan, it can be hard to know where to begin. While you may feel like there’s a lot to manage, you might be surprised at how often you should actually be checking your account. The average investor usually doesn’t need to stress over the everyday changes in their portfolio. Anytime the markets are involved, you have to remember that they will naturally go up and down. You and I can’t control them, but even in volatility it’s important to stick to your game plan. If it is a long-term plan (retirement accounts), it is important to stay invested so you don’t miss out on potential growth.

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  • Infographic: Top 5 Things Every Beginning Investor Needs to Know About the Stock Market

    Infographic: Top 5 Things Every Beginning Investor Needs to Know About the Stock Market

    When you flip to the financial section of the newspaper there seems to be one thing that everyone is always talking about: The Stock Market. If you're just starting to familiarize yourself with the world of investing, you first need to know what everyone is talking about when they refer to this ubiquitous term.

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  • Infographic: IRS Announces 2019 Retirement Plan Limits

    Infographic: IRS Announces 2019 Retirement Plan Limits

    Do you know what's changing for retirement plans in 2019? The IRS has announced the 2019 plan limits and these changes will take effect in the upcoming tax year on retirement-related items.

    Why are these numbers important to you? There are limits to how much you can contribute to your retirement account and they can change from year-to-year, so it's important to stay up-to-date. Check out our infographic that details all the changes you'll want to be aware of for the coming year. 

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  • Investment Basics: How Risky Are You?

    Investment Basics: How Risky Are You?

    Fill out our Risk Tolerance Questionnaire to measure your appetite for risk when it comes to investing.         

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  • Social Security 101: 5 Important Questions to Ask

    Social Security 101: 5 Important Questions to Ask

    Do you have questions about how Social Security works?

     MoneyNav is conveniently breaking down our in-depth webinar presentations and giving you the advice you need to help with your financial future. 

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  • Expand Your Home Buying Game with Valuable Expert Advice

    Expand Your Home Buying Game with Valuable Expert Advice

    How much do you know about home buying? It's no mystery that it's a monumental decision, so ease into the process with our expert advice. 

    Watch these short videos below to get an understanding of the home buying process and what you'll want to know before purchasing your first house.

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  • Insuring Your Assets: How to Protect Your Future Finances

    Insuring Your Assets: How to Protect Your Future Finances

    Are you prepared for when you'll "need" insurance? Life can change in the blink of an eye, so ease your worries and figure out the protection that makes sense for you. MoneyNav is conveniently breaking down our in-depth webinar presentations and giving the advice you need to help with your financial future.

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  • How Often Should You Check Your Retirement Accounts?

    Person Checking Retirement accounts onlineWhen first investing in a retirement plan, it can be hard to know where to begin. While you may feel like there’s a lot to manage, you might be surprised at how often you should actually be checking your account. The average investor usually doesn’t need to stress over the everyday changes in their portfolio. Anytime the markets are involved, you have to remember that they will naturally go up and down. You and I can’t control them, but even in volatility it’s important to stick to your game plan. If it is a long-term plan (retirement accounts), it is important to stay invested so you don’t miss out on potential growth.

  • MONEY HACKS: What is Your Happy Place in Retirement About?

    How do you imagine your retirementEarlier last week, CNBC published an article by financial planner, Ivory Johnson on the different ways you can be happy in retirement. This idea is something we talk about a lot when sitting down one-on-one with employees. We encourage individuals and couples to image their life in retirement while answering three questions: where are you, what are you doing, and who are you with? In this Money Hacks video, we go into not just saving for retirement, but how having a plan now can help you enjoy your retirement.

  • MONEY HACKS: Where are you in your Financial Journey?

    Couple enjoying lifeEach day, our team is meeting with individuals to help them make the best decisions for their financial lives. After more than 10,000 one-on-one coaching session, we know that each investor is unique; we all have different financial challenges, goals, and priorities.  So, we’ve created the “Financial Wellness Hierarchy.” It’s a road map that leads you, step-by-step, in making the best decisions for your financial life – beginning with key foundational pieces such as developing emergency savings. Check out this short Money Hacks video to find out more.

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